Triad Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Triad Wealth Partners’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,356	Closed	-$1.05M	–	470
2025 Q3	$1.05M	Buy	+6,356	New	+$998K	0.13%	115
2024 Q3	–	Sell	-22	Closed	-$2.81K	–	468
2024 Q2	$2.81K	Buy	+22	New	+$2.62K	﹤0.01%	699

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Triad Wealth Partners's IUSG Position: Q4 2025 in Review

Triad Wealth Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 6,356 shares — an estimated $1.05M sold.

Triad Wealth Partners first reported a position in IUSG in Q2 2024 and held it in 2 quarters. The position peaked at $1.05M in Q3 2025. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Triad Wealth Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
Triad Wealth Partners sold 6,356 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $1.05M.
Triad Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 2 quarters.
Triad Wealth Partners's iShares Core S&P US Growth ETF position peaked at $1.05M in Q3 2025.
878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.